See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,814 | $94,529-20.9% | $140,016-46.6% | $64,186+16.6% |
| Participation rate | 91.4% | 84.1%+7.3pp | 87.5%+3.9pp | 69.6%+21.8pp |
| Annual return | 2.46% | 7.77%-5.3pp | 651.12%-648.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,641 | $5,250-30.6% | $6,927-47.4% | $3,470+5.0% |
| Admin fee / account holder | $8,116 | $6,741+20.4% | $10,705-24.2% | $4,888+66.0% |